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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,038 | $184,000+52.2% | $162,185+72.7% | $152,909+83.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 40.51% | 150.80%-110.3pp | 115.61%-75.1pp | 345.46%-305.0pp |
| Employer contribution / active EE | $3,919 | $6,370-38.5% | $5,613-30.2% | $4,764-17.7% |
| Participant deferral / active EE | $11,817 | $8,033+47.1% | $7,297+61.9% | $5,851+101.9% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |